Tel: 01473 636688 | ray.pettitt@galleonwealth.co.uk
Gifting assets during your lifetime has become a common strategy for reducing a potential Inheritance Tax (IHT) bill. Indeed, according to Paragon Bank (31 July
Organising your finances and planning your future are important tasks. Yet, it’s something that many people put off. Procrastination isn’t simply a lack of discipline.
Every retirement plan looks different because we all have unique circumstances and aspirations in life. You will have to decide what you want your lifestyle
Key changes are being made to ISAs in April 2027, and they could affect how you use the tax-efficient wrapper. You might have read in
Ongoing conflict in the Middle East and investor concerns that technology companies are overvalued continued to affect market performance. Read on to find out how